The orders are for export-compliant Nvidia hardware and reportedly far exceed the volume Nvidia can supply, underlining how Chinese demand and US export rules a

The global restructuring, tied to employee performance reviews and reportedly starting in November, comes as Qualcomm works to defend margins beyond its core ha

Micron, Sandisk and other semiconductor names bounced back from a bruising selloff as investors rotated back into the AI trade.

The upgrade argues Intel's shrinking market value and cost reset make the stock more attractive even as margin execution remains the key test.

Nvidia is pledging funding to German startups and partnering with the government on industrial AI under a broader European AI initiative.

Semiconductor-related trade and autos drove the gain, a sign that AI hardware demand is propping up Japan's export growth.

Record semiconductor shipments lifted Korean exports and the won to a two-year high, illustrating the scale of the current memory chip upcycle.

The measure would remove safe harbor protections for smugglers as the US and Taiwan tighten controls on advanced AI silicon flowing to China.

Nvidia, Google, Intel and Anthropic lobbied against tighter AI chip export restrictions in Q3, while the lame-duck fight over chip policy intensifies.

The verdict in the four-year IP dispute safeguards Qualcomm's custom processor designs while leaving Arm with little financial recovery.

Two regulatory hurdles, a review of a Solidigm listing and a Chinese export permit, are weighing on the memory maker's shares.

The foundry's blowout quarter reinforces expectations that AI accelerator demand will keep advanced node capacity tight for years.

Broadcom's custom AI silicon momentum is drawing scrutiny over customer concentration even as it lands long-term commitments from telecom operators.

Adoption of Nvidia's server CPUs at an AI cloud startup signals the company's push into a market long dominated by x86 vendors.

Arm's new evaluation methodology, developed with Fujitsu, Meta and OpenAI, is an effort to define and win the emerging agentic AI CPU benchmark.

Investors are weighing ASML's steep implied growth targets against its rising payout as the key lithography supplier to the AI buildout.

Roughly 2.25 GW is being brought back online with government support as AI compute demand strains power grids.

The chipmaker warns that a sweeping ban on foreign-made robots could block updates to its automated guided vehicle fleet.